Autotask PSA Accelerator Boot Camp
Track: Sales & Marketing
The PSA Accelerator Boot Camp will walk through a typical business flow, from acquiring and onboarding customers to servicing and preventing churn with a focus on: profitability, time management, workload, and customer management.
Attendees will leave with an understanding of the big picture as well as process workflows provided within PSA. Most importantly, you will leave with a plan for how to maximize your use in the coming year.
From this session, you will learn:
•How to track and communicate potential sales using:
Service-Level Agreements (SLAs)
•How to onboard and bill appropriately using Contracts and Invoice Templates
•How to drive resource efficiency with
Tabs and Widgets
Projects and Tasks
Ticket Categories and Checklists
•How to determine (and keep) your best customers using:
Widgets and LiveReports to manage profitability and leads
This curriculum is best suited for partners who have been working with Autotask PSA on a daily basis for at least 2 months or for those who are new to the PSA Administrator role.
This session runs 8:00 AM - 5:00 PM on Monday, June 17. Breakfast, lunch, and breaks are included. Please bring your laptop.